John J. Chichester, Jr. CPA, PFS, CFP®, AIF®, CEPA
Founder | CEO
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In his role as Founder and CEO of Chichester Financial Group LLC, John Chichester develops and deploys customized financial planning strategies for high-net-worth clients, business owners, foundations, and other non-profit organizations. John primarily assists clients in clarifying their vision for their ideal future. His financial and investment recommendations are tailored for individuals with the wisdom to see the value of proper estate planning, the business acumen to act on objective recommendations, and the financial wherewithal to make sound, long-term decisions. Results can include significant reductions in estate, income, capital gains, and gift taxes; preservation of family businesses for subsequent generations; and maximization of existing wealth through comprehensive financial and investment planning.
John is also well versed in working with business owners, especially in the qualified plan arena, educating business owners on the benefits of all types of retirement plans, and ensuring that plan sponsors understand their responsibilities and are given the tools needed to make informed decisions. He is also instrumental in optimizing the design of these retirement plans to maximize the benefits that owners can obtain. John directs the coordinated work effort of the team of advisors associated with a retirement plan to help minimize fiduciary liability and potential litigation to the business owner.
John received a Bachelor of Science in Accounting from The Pennsylvania State University (With High Honors), a Master of Arts in Political Economy of Money and Development (With Distinction) from Franklin University Switzerland, is a Certified Public Accountant, a Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary designee, and a Certified Exit Planning Advisor.
John Chichester is an Investment Advisor Representative with Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.
In his free time, John enjoys reading, hiking, working out in the gym, yoga, Wordle, and spending time with his wife, Michelle, and their three adult children, Justin, Dillon, and Owen.